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Spdr Series Trust barcly cap etf shares owned by Atria Investments

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Spdr Series Trust barcly cap etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust barcly cap etf held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust barcly cap etf by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 11k 24.16
2024-06-30 $294k 13k 22.55
2023-12-31 $1.7M 70k 23.79

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Spdr Series Trust barcly cap etf

International Assets Investment Management
LPL Financial
Rockland Trust
NYL Investors
Morgan Stanley
Thrivent Financial for Lutherans
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Envestnet Asset Management
Strategic Advocates
Goldstone Financial Group
State Street Corporation
Bank of America Corporation
Twelve Points Wealth Management
Capstone Wealth Management Group

View all funds holding Spdr Series Trust barcly cap etf